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Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

Claims Processor

Claims Documentation Validation

This agentic task assesses insurance claim documentation completeness - vital for claims processing agents. The task specification establishes how to:

  • Validate submission completeness through document structure analysis

  • Detect information gaps and field-level discrepancies

  • Authenticate document legitimacy using verification protocols

  • Construct detailed requirements lists for missing elements

  • Develop structured verification reports with remediation pathways


As a modular agentic task, it meshes with claims management and submission platforms, enabling AI agents to execute systematic documentation review within existing claims workflows. The task specification incorporates frameworks for completeness verification, authenticity assessment, and requirements mapping, adaptable across motor, property, and health insurance claim types.

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Example outputs:


   "response": {
    "summary": "The insurance claim for David Lee has several issues that need to be addressed. While some documentation has been submitted, there are missing and incomplete elements that prevent full verification.",
    "inconsistencies": [
      "Incident date is after the policy coverage end date.",
      "Claim form lacks signatures."
    ],
    "incomplete_fields": [
      "Contact Details",
      "Incident Location"
    ],
    "missing_documents": "Police Report, Repair Estimate",
    "verification_status": "Incomplete",
    "additional_info_required": "Exact speed at the time of the incident, contact details, and incident location."

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Compliance Documentation Check

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Query Triage and Escalation

Query Triage and Escalation